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Dimensional US Small Cap Value ETF

516 hedge funds and large institutions have $5.02B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 265 increasing their positions, 123 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
351
Baker Tilly Wealth Management
Wisconsin
$629K
EH
352
Equitable Holdings
New York
$623K
FVIM
353
Fort Vancouver Investment Management
Washington
$620K
HA
354
Hanover Advisors
South Carolina
$617K
AFO
355
Aurelius Family Office
New Hampshire
$613K
CPW
356
Cogent Private Wealth
Florida
$592K
AWP
357
Astra Wealth Partners
New Jersey
$590K
HKIMG
358
Hutchens & Kramer Investment Management Group
Indiana
$589K
ALWM
359
Andrews Lucia Wealth Management
California
$588K
PMIM
360
Prudent Man Investment Management
Colorado
$577K
PA
361
Powerhouse Assets
Massachusetts
$574K
Mercer Global Advisors
362
Mercer Global Advisors
Colorado
$574K
JIC
363
Joel Isaacson & Co
New York
$565K
SWM
364
Spire Wealth Management
Virginia
$565K
SCM
365
SB Capital Management
California
$559K
FLPIM
366
F.L. Putnam Investment Management
Massachusetts
$555K
CA
367
Claris Advisors
Missouri
$553K
IA
368
IFP Advisors
Florida
$545K
VP
369
Verisail Partners
Georgia
$541K
CAM
370
Clark Asset Management
New Hampshire
$536K
KPWS
371
Kestra Private Wealth Services
Texas
$528K
2L
372
25 LLC
Missouri
$527K
JWM
373
Johnson Wealth Management
North Dakota
$519K
LCM
374
Lazari Capital Management
California
$517K
GM
375
GeoWealth Management
Illinois
$504K